Level Four Advisory Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
Other funds holding IBHG
LIA
AF
FDCDDQ
Level Four Advisory Services's IBHG Position: Q2 2026 in Review
Level Four Advisory Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 11% in Q2 2026, buying an estimated $21.9K and bringing the position to 10,184 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #856.
Level Four Advisory Services first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.
- Level Four Advisory Services held 10,184 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $225K as of Q2 2026.
- Level Four Advisory Services bought 993 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $21.9K.
- iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #856 holding.
- Level Four Advisory Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
- 133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.